SRC Bookkeeping & Tax opens to new small business clients in Greater Houston

SRC Bookkeeping & Tax is taking new clients in The Woodlands and Greater Houston for bookkeeping, tax preparation and advisory work. Founder Shane Christenson says the firm combines year-round bookkeeping and tax filing under one roof to keep records organized and reduce year-end handoff issues.

Why it matters: - Small businesses in The Woodlands and Greater Houston now have another local option for bookkeeping and tax help. - SRC Bookkeeping & Tax is positioning year-round books and tax prep together as a way to reduce filing-season cleanup and keep financial records current. - The firm’s service mix could appeal to owners who want direct access to the person handling their accounts instead of a call center or offshore team.

What happened: - SRC Bookkeeping & Tax, based in The Woodlands, Texas, is now accepting new clients. - The firm serves small businesses across The Woodlands and the Greater Houston area, including Conroe, Spring, Kingwood and surrounding communities. - Founder Shane Christenson said the firm handles monthly bookkeeping and annual tax returns under one roof. - The firm offers remote and in-person consultations. - Small business owners can request a consultation through the firm’s website or by phone.

The details: - SRC Bookkeeping & Tax offers monthly bookkeeping, business tax preparation, personal tax preparation and financial advisory services. - The bookkeeping package includes transaction categorization, bank and credit card reconciliations and monthly financial reporting. - The firm also provides catch-up bookkeeping for businesses that are behind. - Additional services include QuickBooks Online setup and training, payroll system setup, 1099 preparation, budgeting and cash flow forecasting, and external controller and fractional CFO support. - Project-based and product businesses can also get construction job costing and inventory accounting. - The firm uses flat monthly rates. - Christenson said clients work directly with the owner rather than a call center or offshore team. - Christenson said the same practice maintains the records throughout the year, which helps tax preparation begin with books that are organized, reconciled and current. - Christenson said, "When one firm handles both the books and the taxes, nothing gets lost in a handoff between providers."

Between the lines: - SRC Bookkeeping & Tax is targeting a broad mix of small businesses, not just one niche. - The client list includes contractors, skilled trades companies, auto shops, manufacturers, restaurants and bars, retail and e-commerce businesses, real estate lessors, farms and nonprofits. - Christenson’s background in nonprofit accounting includes Form 990 preparation and restricted fund tracking. - Christenson also brings an agriculture background from handling the books for his family’s farming operation in Iowa. - Christenson earned a degree in Accounting and Finance from Iowa State University. - His career included credit review work at U.S. Bank, audit and financial statement work at Eide Bailly, and staff accountant duties at an Iowa nonprofit. - Christenson said, "I grew up doing the books for our family farm, so I know how it feels to handle the finances while running everything else." - Christenson said his banking, auditing and nonprofit accounting experience shaped the firm’s approach for Houston-area business owners.

What’s next: - SRC Bookkeeping & Tax is actively taking consultations from small business owners in The Woodlands and Greater Houston. - The firm is likely to keep emphasizing bundled bookkeeping and tax support as its main offering.

The bottom line: - SRC Bookkeeping & Tax is betting that small businesses want one local firm to manage books, taxes and advisory work year-round.